Utah Women's Investing Club

Utah Women's Investing Club A powerful mastermind group of women who are driving their own investments. Always work with a licensed professional before making any investment decisions.

The Utah Women's Investing Club is a mastermind group of independent women who are driving their own investments. At our quarterly luncheons, we cover the ins and outs of all types of investment including real estate, stocks, retirement accounts, and other investment modalities such as cryptocurrency and precious metals. We invite everyone to attend regardless of investing experience or expertise.

*We are not providing investment, financial, tax, or related service advice.

You don't have to be buying a house or making an investment right now to need this.By the time due diligence actually ma...
09/25/2026

You don't have to be buying a house or making an investment right now to need this.

By the time due diligence actually matters, you're usually already under pressure: an offer due in 48 hours, a founder waiting on your answer, a report you're reading at 11pm trying to figure out what's important. That's not the moment to learn the skill for the first time.

Friday, October 2 at 12:00 PM, we're at Maven Create for "Which DD Room Are You In? Not All Due Diligence Is Built the Same." Tomi Lynn Smith and Sue Crismon are walking us through the framework now, so it's already in your back pocket whenever you need it.

Register here: https://www.eventbrite.com/e/which-dd-room-are-you-in-not-all-due-diligence-is-built-the-same-tickets-2001672713971?aff=oddtdtcreator&keep_tld=true

I want to tell you why I started this club.It wasn't because I had all the answers. It was because I kept sitting in roo...
09/23/2026

I want to tell you why I started this club.

It wasn't because I had all the answers. It was because I kept sitting in rooms where I had questions I was too embarrassed to ask out loud, and I had a feeling I wasn't the only one. I was right. Almost every woman I talk to has a version of that same story: a moment where she nodded along instead of asking, because she didn't want to be the one who "didn't already know."

Utah Women's Investing Club exists so that we don't have to do that anymore.

Our next lunch, "Which DD Room Are You In? Not All Due Diligence Is Built the Same," is happening on October 2. Tomi Lynn Smith (25+ years building and evaluating companies) and Sue Crismon (attorney, founder, and legal strategist) are joining us to break down due diligence in plain English, whether you're looking at your first investment, evaluating a small business, or buying a home.

Here's what I really want, though: I don't just want you there. I want you there with someone.

That's why, for this event, tickets are 2-for-1. Bring your sister. Your neighbor. The friend who's been "meaning to learn more about investing" for the last two years. Whoever it is, bring her. Learning this stuff is so much better with company, and honestly, so is the lunch.

📍 Maven Create
🗓️ October 2 at 12:00
🎟️ 2-for-1 tickets: https://www.eventbrite.com/e/which-dd-room-are-you-in-not-all-due-diligence-is-built-the-same-tickets-2001672713971?aff=oddtdtcreator&keep_tld=true

Tag a friend below, or better yet, just send her this post. See you both there.

You're standing in the kitchen of a house you already love.The light is perfect. The offer is in. And someone says, "Jus...
09/19/2026

You're standing in the kitchen of a house you already love.

The light is perfect. The offer is in. And someone says, "Just make sure you do your due diligence."

So you nod.

And quietly wonder: what does that actually mean?

Here's what almost no one tells you: there's more than one kind of due diligence. Buying a home, backing a business, and investing with friends all call for different questions, and depending on the deal, you could be standing in a very different room.

So, which DD room are you in?

In two weeks, Utah Women's Investing Club is hosting a lunch to help you find out. Tomi Lynn Smith (early-stage investor, 25+ years building companies) and Sue Crismon (attorney and founder) will walk us through it in plain English.

No finance degree needed. No question too basic. Just good conversation, lunch, and a room full of women who are learning together.

Friday, October 2 | 12:00-1:30 PM | Maven Create
Seats are limited, so grab yours now.

Registration link: https://www.eventbrite.com/e/which-dd-room-are-you-in-not-all-due-diligence-is-built-the-same-tickets-2001672713971?aff=oddtdtcreator&keep_tld=true

Tag the friend who's been nodding along with you.

Thank you to everyone who showed up on Friday and thank you to Jennifer Holmstead  for sharing her insights. This event ...
08/12/2026

Thank you to everyone who showed up on Friday and thank you to Jennifer Holmstead for sharing her insights. This event showed that wherever you are in your life, your career, or your finances, you can find things in common with the women here. We're here to support each other. If you attended, what was your biggest takeaway?

Meet Jenni, Market Source partner, and property expert, financial wizard, home investing strategist, rental management g...
07/23/2026

Meet Jenni, Market Source partner, and property expert, financial wizard, home investing strategist, rental management guru, and lover of her furbaby Goldie.

Rather than focusing on investment strategies or trying to predict the market, Jenni will share personal lessons she's learned about money, building for the future, and staying focused on her own path.

We'll talk about how comparison influences financial decisions, why defining your own version of success matters, and how small, consistent choices over time can have a bigger impact than chasing what everyone else seems to be doing.

This isn't a presentation from someone claiming to have all the answers. It's a chance to hear one person's experience, reflect on your own relationship with money, and hopefully leave feeling encouraged to save and invest in a way that aligns with your own goals and values.

We're offering 2-for-1 tickets because these conversations are easier when you have someone beside you.
Who would you bring?
Tag them below.

Get your tickets here: https://www.eventbrite.com/e/the-psychology-of-money-finding-your-own-path-tickets-1992727515642?aff=oddtdtcreator

It's easy to get overwhelmed with so much competing financial advice, and comparing ourselves to people who seem to have...
07/15/2026

It's easy to get overwhelmed with so much competing financial advice, and comparing ourselves to people who seem to have it all figured out.
I think a lot of women aren't looking for perfect financial plans.
They're looking for confidence.
They're looking for a way to make decisions without constantly second-guessing themselves.
Some of the things we're going to be talking about at our next event, The Psychology of Money: Finding Your Own Path is how comparison influences financial decisions, and why defining your own version of success matters.
What would feeling confident with money change for you?

I've been thinking about how much our childhood shapes the way we think about money.I grew up with a lot of adversity, a...
07/07/2026

I've been thinking about how much our childhood shapes the way we think about money.
I grew up with a lot of adversity, and money was always an issue in our household. But it wasn't something we really talked about. I remember feeling the stress around it without fully understanding what was happening.
Looking back, I can see how those experiences influenced the way I viewed money for years.
It makes me wonder how many of us are still making financial decisions through beliefs we picked up decades ago.
That's one of the reasons I'm excited for our next Utah Women's Investing Club event, The Psychology of Money: Finding Your Own Path. Before we can build confidence with money, it helps to understand the story we've been carrying and who we've been comparing ourselves to.
What's one lesson about money that stuck with you growing up?

I talk to a lot of women who feel like they're somehow behind financially.Not because they haven't worked hard.�Not beca...
07/02/2026

I talk to a lot of women who feel like they're somehow behind financially.
Not because they haven't worked hard.�Not because they aren't capable.
Usually it's because they think everyone else has figured money out and they haven't.
What if there isn't one right way to do money?
That's the conversation we're having at our next Utah Women's Investing Club event: The Psychology of Money: Finding Your Own Path.
Have you ever felt like you were "doing money wrong"?

In April at Utah Women's Investing Club, Peter Rosen from KSL joined us to hear Tracey Dean speak about how women invest...
06/22/2026

In April at Utah Women's Investing Club, Peter Rosen from KSL joined us to hear Tracey Dean speak about how women invest.

A few days ago, KSL published a story on a topic that sparked a lot of conversation in the room:

Why do women often earn better investment returns than men?

The answer isn't that women have access to special information or are somehow better at predicting the market.

According to the research discussed in the article, women tend to trade less, do more research, take a longer-term view, and are less likely to let overconfidence drive decisions.

One of my favorite points from Tracey's presentation was that investing doesn't have to be an all-or-nothing choice between doing everything yourself and handing everything off to someone else.

You can learn. You can stay involved. You can ask questions.

And you can still seek guidance when you're making major financial decisions.

As Tracey put it, the most important thing is to have a plan and stick to it.

Thank you to Peter Rosen and KSL for highlighting this conversation and helping bring more attention to how women are approaching investing.

View the article here: https://www.ksl.com/article/51513971/invest-like-a-woman-female-investing-habits-examined

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930 S 1100 E
Salt Lake City, UT
84105

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